AI for accounting firms
Survive busy season without adding headcount or pasting client financials into ChatGPT
Automations that chase documents and process receipts, a private assistant that answers from your client files and tax guidance, and a data-handling plan your partners and clients can trust.
Who this is for
Built for teams like yours
- CPA and bookkeeping firms with 3 to 60 staff
- Firm owners who want busy season to stop breaking the team
- Advisory practices that answer the same client questions all year
- Firms whose staff already use public AI tools for drafting
The problem
The repetitive work that stalls an accounting firm
Chasing client documents
Weeks of "did you send the 1099s yet?" emails, tracked in spreadsheets, repeated for every client, every year.
Receipts, invoices, and statements by hand
Data entry from PDFs and photos still consumes junior staff time that should go to review.
The same client questions, again
Deadlines, what counts as deductible, how to read the report. Every answer is an interruption to billable work.
Financial data in public AI tools
Staff paste client statements into chatbots to speed up drafting. Your engagement letter did not cover that.
Stage 1
Typical Stage 1 quick wins for an accounting firm
Chosen from your Opportunity Map, built in two to three weeks, running in the tools you already own.
- Automated document collection: reminders, checklists, and status tracking per client
- Receipt and invoice extraction into your accounting or workflow software
- Drafted client responses to routine questions for staff approval
- Engagement letter and proposal drafting from your templates
- Month-end and deadline reminders generated from your client list
Stage 2 and beyond
What changes after Stage 2
A private assistant over client files and guidance
Staff ask questions across approved client folders, firm procedures, and reference material and get cited answers without leaving your environment.
Client financial data stays in the firm
Deployed on your server or cloud tenancy with access by client and role, upload scanning, and audit logs.
Busy season capacity without new hires
Document handling, drafting, and lookups shrink so the team spends its hours on review and advice.
A clear AI policy you can show clients
Written data-handling rules and a reviewable log answer the question before a client asks it.
How it goes
From first call to working system
- 1
Free call
Twenty minutes on where the firm loses time and what data must never leave the building.
- 2
Opportunity Map
One week inside your busy-season workflow. Three quick wins, priced.
- 3
Stage 1 build
Document collection and processing automations live before the next deadline.
- 4
Stage 2 and beyond
Private assistant over client files, then agents that prepare and reconcile.
Questions
Frequently asked by Accounting firms
What is the first step?
A free 20-minute call to see whether there is a fit. If there is, the AI Opportunity Map ($2,500, one week) produces a written plan with your three best quick wins, what each saves, and fixed prices for building them. The fee is credited toward Stage 1.
Does this connect to our existing software?
Stage 1 automations connect to the tools you already use: QuickBooks, Xero, practice management, document portals, and email. I do not replace your stack; I connect it.
What about client confidentiality and our engagement terms?
The Opportunity Map includes a data-sensitivity map: which workflows can use cloud AI and which must run privately. Stage 2 keeps client financial data on infrastructure you control with per-client access and audit logs.
Can we start before busy season?
Yes, and you should. The Opportunity Map takes a week and Stage 1 is two to three weeks, so a firm that starts in the fall has automations running before January.
Also serving: Law Firms · Medical & Dental Practices · MSP Partners
Let's find the first three wins for your Accounting firm
A free 20-minute call. Bring the workflow that annoys you most. I will tell you honestly whether AI fixes it and what the first stage would cost.
Prefer to write first? Send a short inquiry and I reply within one business day.